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Month: February 2021

Where To Now?

February 28, 2021March 2, 2021

Markets started the week in “what now?” mode, as traders nervously eyed bond yields for

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3 Comments on Where To Now?

Don’t Be A Hero Without The Fed

February 28, 2021March 1, 2021

Some were “undaunted” by the second week of losses for US equities, which finally seemed

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1 Comment on Don’t Be A Hero Without The Fed

Vigilante Attack And The Lost Labor Market

February 28, 2021March 3, 2021

Traders will stare down a deluge of data and a bevy of Fed speakers in

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Leave a Comment on Vigilante Attack And The Lost Labor Market

Yields ‘Emphatically Not’ High Enough To Threaten Stock Valuations: Goldman

February 27, 2021March 1, 2021

For as long as I can remember (which, admittedly, isn’t usually very long given that

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1 Comment on Yields ‘Emphatically Not’ High Enough To Threaten Stock Valuations: Goldman

Free Money And What To Do With It

February 27, 2021February 28, 2021

$1,400 stimulus checks are coming. That’s good news for the 10 million Americans who had

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6 Comments on Free Money And What To Do With It

Stimulus And The Tyranny Of ‘Practicality’

February 27, 2021March 5, 2021

The House passed Joe Biden’s $1.9 trillion virus relief bill early Saturday. It was not

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22 Comments on Stimulus And The Tyranny Of ‘Practicality’

Bon(d)fire And The Great Wage Debate

February 26, 2021March 1, 2021

US markets calmed down a bit Friday as gloved traders and investors sifted through the

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2 Comments on Bon(d)fire And The Great Wage Debate

Let’s Tell A Risk Parity Ghost Story

February 26, 2021February 27, 2021

The equity rally is the greatest-of-all-time, the V-shaped macro recovery is the greatest-of-all-time, [and] the

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7 Comments on Let’s Tell A Risk Parity Ghost Story

The Bond Tantrum Canaries

February 26, 2021February 27, 2021

A while back — and I endeavored to find the relevant articles Friday morning, but

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US Blames Bin Salman For Khashoggi. Will Punish Some Other People

February 26, 2021March 2, 2021

More than two years after dissident journalist and Washington Post columnist Jamal Khashoggi was murdered

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1 Comment on US Blames Bin Salman For Khashoggi. Will Punish Some Other People

Here’s What Stimulus Did For Incomes In January

February 26, 2021March 4, 2021

Given the backdrop, it was doubtful that market participants were inclined to read too much

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1 Comment on Here’s What Stimulus Did For Incomes In January

In Bond Tantrum, Markets Argue For Their Own Extinction

February 26, 2021March 2, 2021

“So much of the rally in equities was built on easy money,” Bloomberg’s Eddie van

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2 Comments on In Bond Tantrum, Markets Argue For Their Own Extinction

Harley Bassman Presents: ‘Seeking Treasure with Convexity’

February 25, 2021February 25, 2021

And while I am being honest, let me further reveal that my membership in the

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6 Comments on Harley Bassman Presents: ‘Seeking Treasure with Convexity’

Idiocy And The Art Of Getting Lost

February 25, 2021February 25, 2021

This brings us closer to answering the nagging question that just won’t go away: Why

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7 Comments on Idiocy And The Art Of Getting Lost

The Story

February 25, 2021February 28, 2021

Coming into Thursday, it was clear that rates were going to be the story. Of

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5 Comments on The Story

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1 2 … 10 Next

Monthly Letter+

  • Exiles On Main Street

    February 4, 2023February 4, 2023

Week’s News

‘Nuanced’

February 7, 2023February 7, 2023

Is ‘American Utopia’ A Macro Illusion?

February 6, 2023February 7, 2023

Herding Cats Around The ‘Immaculate Disinflation’

February 5, 2023February 7, 2023

A Real Scorcher

February 3, 2023February 4, 2023

Groundhog Day

February 2, 2023February 4, 2023

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    JPMorgan Warns Risks Shifting Towards Even Higher Rate Peaks
  • Is The Dow Trying To Tell Us Something?
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  • 'Nuanced'
    'Nuanced'

Monthly Letters

Exiles On Main Street

February 4, 2023February 4, 2023

That’s Great, It Starts With An Earthquake

January 22, 2023February 4, 2023

Addiction Liability And The Roaring Twenties

December 17, 2022February 4, 2023

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